Home > Frandsen Bank & Trust > Fiduciary and Related Services
Frandsen Bank & Trust, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $924,000 | 264 |
| Number of Managed Accounts | $835,000 | 235 |
| Number of Non-Managed Accounts | $89,000 | 276 |
| Total fiduciary and related assets | $443,396,000 | 356 |
| Managed Assets ($) | $395,636,000 | 333 |
| Non-managed Assets ($) | $47,760,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,660,000 | 354 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $934,000 | 237 |
| Number of Managed Accounts | $843,000 | 216 |
| Number of Non-Managed Accounts | $91,000 | 203 |
| Total fiduciary and related assets | $418,712,000 | 322 |
| Managed Assets ($) | $374,057,000 | 298 |
| Non-managed Assets ($) | $44,655,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,020,000 | 352 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $949,000 | 245 |
| Number of Managed Accounts | $857,000 | 227 |
| Number of Non-Managed Accounts | $92,000 | 223 |
| Total fiduciary and related assets | $435,790,000 | 352 |
| Managed Assets ($) | $389,156,000 | 325 |
| Non-managed Assets ($) | $46,634,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,369,000 | 342 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $945,000 | 241 |
| Number of Managed Accounts | $852,000 | 222 |
| Number of Non-Managed Accounts | $93,000 | 203 |
| Total fiduciary and related assets | $426,426,000 | 325 |
| Managed Assets ($) | $382,298,000 | 308 |
| Non-managed Assets ($) | $44,128,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $637,000 | 366 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $983,000 | 254 |
| Number of Managed Accounts | $890,000 | 228 |
| Number of Non-Managed Accounts | $93,000 | 274 |
| Total fiduciary and related assets | $407,289,000 | 370 |
| Managed Assets ($) | $366,406,000 | 344 |
| Non-managed Assets ($) | $40,883,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,566,000 | 372 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $994,000 | 239 |
| Number of Managed Accounts | $886,000 | 214 |
| Number of Non-Managed Accounts | $108,000 | 191 |
| Total fiduciary and related assets | $395,668,000 | 334 |
| Managed Assets ($) | $357,744,000 | 316 |
| Non-managed Assets ($) | $37,924,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,955,000 | 370 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $990,000 | 222 |
| Number of Managed Accounts | $884,000 | 204 |
| Number of Non-Managed Accounts | $106,000 | 189 |
| Total fiduciary and related assets | $404,195,000 | 317 |
| Managed Assets ($) | $362,092,000 | 302 |
| Non-managed Assets ($) | $42,103,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,320,000 | 327 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $962,000 | 215 |
| Number of Managed Accounts | $789,000 | 213 |
| Number of Non-Managed Accounts | $173,000 | 143 |
| Total fiduciary and related assets | $420,863,000 | 295 |
| Managed Assets ($) | $382,971,000 | 278 |
| Non-managed Assets ($) | $37,892,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $641,000 | 333 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $973,000 | 231 |
| Number of Managed Accounts | $861,000 | 211 |
| Number of Non-Managed Accounts | $112,000 | 226 |
| Total fiduciary and related assets | $444,831,000 | 329 |
| Managed Assets ($) | $400,047,000 | 304 |
| Non-managed Assets ($) | $44,784,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,734,000 | 316 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $955,000 | 219 |
| Number of Managed Accounts | $774,000 | 214 |
| Number of Non-Managed Accounts | $181,000 | 135 |
| Total fiduciary and related assets | $425,906,000 | 295 |
| Managed Assets ($) | $381,261,000 | 277 |
| Non-managed Assets ($) | $44,645,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,075,000 | 313 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $964,000 | 230 |
| Number of Managed Accounts | $784,000 | 224 |
| Number of Non-Managed Accounts | $180,000 | 141 |
| Total fiduciary and related assets | $420,841,000 | 326 |
| Managed Assets ($) | $385,186,000 | 300 |
| Non-managed Assets ($) | $35,655,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,363,000 | 312 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $967,000 | 221 |
| Number of Managed Accounts | $777,000 | 217 |
| Number of Non-Managed Accounts | $190,000 | 135 |
| Total fiduciary and related assets | $396,634,000 | 299 |
| Managed Assets ($) | $358,274,000 | 279 |
| Non-managed Assets ($) | $38,360,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $613,000 | 324 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $958,000 | 236 |
| Number of Managed Accounts | $764,000 | 230 |
| Number of Non-Managed Accounts | $194,000 | 159 |
| Total fiduciary and related assets | $373,924,000 | 337 |
| Managed Assets ($) | $346,329,000 | 309 |
| Non-managed Assets ($) | $27,595,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,396,000 | 315 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $946,000 | 223 |
| Number of Managed Accounts | $755,000 | 216 |
| Number of Non-Managed Accounts | $191,000 | 131 |
| Total fiduciary and related assets | $342,940,000 | 307 |
| Managed Assets ($) | $315,861,000 | 283 |
| Non-managed Assets ($) | $27,079,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,805,000 | 309 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $944,000 | 233 |
| Number of Managed Accounts | $751,000 | 224 |
| Number of Non-Managed Accounts | $193,000 | 140 |
| Total fiduciary and related assets | $337,115,000 | 342 |
| Managed Assets ($) | $310,550,000 | 309 |
| Non-managed Assets ($) | $26,565,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,146,000 | 319 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $946,000 | 220 |
| Number of Managed Accounts | $751,000 | 213 |
| Number of Non-Managed Accounts | $195,000 | 134 |
| Total fiduciary and related assets | $307,096,000 | 309 |
| Managed Assets ($) | $282,188,000 | 281 |
| Non-managed Assets ($) | $24,908,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $489,000 | 356 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $942,000 | 235 |
| Number of Managed Accounts | $737,000 | 229 |
| Number of Non-Managed Accounts | $205,000 | 165 |
| Total fiduciary and related assets | $342,919,000 | 345 |
| Managed Assets ($) | $313,530,000 | 311 |
| Non-managed Assets ($) | $29,389,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,005,000 | 348 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $934,000 | 220 |
| Number of Managed Accounts | $728,000 | 221 |
| Number of Non-Managed Accounts | $206,000 | 134 |
| Total fiduciary and related assets | $344,042,000 | 313 |
| Managed Assets ($) | $315,523,000 | 285 |
| Non-managed Assets ($) | $28,519,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,544,000 | 340 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $925,000 | 227 |
| Number of Managed Accounts | $716,000 | 227 |
| Number of Non-Managed Accounts | $209,000 | 137 |
| Total fiduciary and related assets | $343,899,000 | 335 |
| Managed Assets ($) | $315,283,000 | 304 |
| Non-managed Assets ($) | $28,616,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,025,000 | 343 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $934,000 | 229 |
| Number of Managed Accounts | $727,000 | 223 |
| Number of Non-Managed Accounts | $207,000 | 142 |
| Total fiduciary and related assets | $340,853,000 | 341 |
| Managed Assets ($) | $315,124,000 | 307 |
| Non-managed Assets ($) | $25,729,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $485,000 | 350 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $923,000 | 235 |
| Number of Managed Accounts | $711,000 | 228 |
| Number of Non-Managed Accounts | $212,000 | 168 |
| Total fiduciary and related assets | $314,772,000 | 347 |
| Managed Assets ($) | $292,175,000 | 310 |
| Non-managed Assets ($) | $22,597,000 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,016,000 | 346 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $917,000 | 230 |
| Number of Managed Accounts | $707,000 | 224 |
| Number of Non-Managed Accounts | $210,000 | 142 |
| Total fiduciary and related assets | $326,563,000 | 354 |
| Managed Assets ($) | $301,162,000 | 315 |
| Non-managed Assets ($) | $25,401,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,542,000 | 341 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $914,000 | 233 |
| Number of Managed Accounts | $700,000 | 230 |
| Number of Non-Managed Accounts | $214,000 | 139 |
| Total fiduciary and related assets | $332,563,000 | 350 |
| Managed Assets ($) | $307,406,000 | 309 |
| Non-managed Assets ($) | $25,157,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,021,000 | 346 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $919,000 | 235 |
| Number of Managed Accounts | $697,000 | 232 |
| Number of Non-Managed Accounts | $222,000 | 137 |
| Total fiduciary and related assets | $329,637,000 | 349 |
| Managed Assets ($) | $304,213,000 | 310 |
| Non-managed Assets ($) | $25,424,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $514,000 | 346 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $912,000 | 249 |
| Number of Managed Accounts | $697,000 | 237 |
| Number of Non-Managed Accounts | $215,000 | 170 |
| Total fiduciary and related assets | $332,517,000 | 348 |
| Managed Assets ($) | $307,408,000 | 312 |
| Non-managed Assets ($) | $25,109,000 | 418 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,063,000 | 335 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $915,000 | 235 |
| Number of Managed Accounts | $693,000 | 231 |
| Number of Non-Managed Accounts | $222,000 | 135 |
| Total fiduciary and related assets | $326,009,000 | 347 |
| Managed Assets ($) | $300,821,000 | 310 |
| Non-managed Assets ($) | $25,188,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,546,000 | 332 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $926,000 | 229 |
| Number of Managed Accounts | $701,000 | 233 |
| Number of Non-Managed Accounts | $225,000 | 132 |
| Total fiduciary and related assets | $328,861,000 | 339 |
| Managed Assets ($) | $300,706,000 | 306 |
| Non-managed Assets ($) | $28,155,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $959,000 | 346 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $941,000 | 225 |
| Number of Managed Accounts | $704,000 | 229 |
| Number of Non-Managed Accounts | $237,000 | 130 |
| Total fiduciary and related assets | $325,456,000 | 339 |
| Managed Assets ($) | $295,645,000 | 309 |
| Non-managed Assets ($) | $29,811,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $468,000 | 352 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $932,000 | 229 |
| Number of Managed Accounts | $693,000 | 228 |
| Number of Non-Managed Accounts | $239,000 | 157 |
| Total fiduciary and related assets | $321,526,000 | 336 |
| Managed Assets ($) | $292,032,000 | 304 |
| Non-managed Assets ($) | $29,494,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,165,000 | 319 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $941,000 | 219 |
| Number of Managed Accounts | $698,000 | 225 |
| Number of Non-Managed Accounts | $243,000 | 132 |
| Total fiduciary and related assets | $317,062,000 | 338 |
| Managed Assets ($) | $287,436,000 | 306 |
| Non-managed Assets ($) | $29,626,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,506,000 | 336 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $958,000 | 218 |
| Number of Managed Accounts | $716,000 | 223 |
| Number of Non-Managed Accounts | $242,000 | 133 |
| Total fiduciary and related assets | $309,118,000 | 344 |
| Managed Assets ($) | $278,640,000 | 307 |
| Non-managed Assets ($) | $30,478,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $881,000 | 354 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $966,000 | 215 |
| Number of Managed Accounts | $716,000 | 218 |
| Number of Non-Managed Accounts | $250,000 | 131 |
| Total fiduciary and related assets | $318,529,000 | 339 |
| Managed Assets ($) | $287,462,000 | 302 |
| Non-managed Assets ($) | $31,067,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $416,000 | 365 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $987,000 | 218 |
| Number of Managed Accounts | $738,000 | 218 |
| Number of Non-Managed Accounts | $249,000 | 153 |
| Total fiduciary and related assets | $324,976,000 | 337 |
| Managed Assets ($) | $292,384,000 | 302 |
| Non-managed Assets ($) | $32,592,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,999,000 | 335 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $984,000 | 212 |
| Number of Managed Accounts | $732,000 | 216 |
| Number of Non-Managed Accounts | $252,000 | 129 |
| Total fiduciary and related assets | $323,723,000 | 342 |
| Managed Assets ($) | $291,637,000 | 301 |
| Non-managed Assets ($) | $32,086,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,305,000 | 368 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,011,000 | 208 |
| Number of Managed Accounts | $739,000 | 216 |
| Number of Non-Managed Accounts | $272,000 | 123 |
| Total fiduciary and related assets | $342,070,000 | 336 |
| Managed Assets ($) | $276,428,000 | 310 |
| Non-managed Assets ($) | $65,642,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $825,000 | 376 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,020,000 | 206 |
| Number of Managed Accounts | $737,000 | 216 |
| Number of Non-Managed Accounts | $283,000 | 126 |
| Total fiduciary and related assets | $333,670,000 | 342 |
| Managed Assets ($) | $264,841,000 | 319 |
| Non-managed Assets ($) | $68,829,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $405,000 | 380 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,006,000 | 214 |
| Number of Managed Accounts | $720,000 | 224 |
| Number of Non-Managed Accounts | $286,000 | 154 |
| Total fiduciary and related assets | $323,659,000 | 351 |
| Managed Assets ($) | $253,549,000 | 330 |
| Non-managed Assets ($) | $70,110,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,515,000 | 387 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,009,000 | 210 |
| Number of Managed Accounts | $720,000 | 222 |
| Number of Non-Managed Accounts | $289,000 | 126 |
| Total fiduciary and related assets | $312,395,000 | 350 |
| Managed Assets ($) | $248,919,000 | 327 |
| Non-managed Assets ($) | $63,476,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,095,000 | 397 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,012,000 | 211 |
| Number of Managed Accounts | $712,000 | 220 |
| Number of Non-Managed Accounts | $300,000 | 121 |
| Total fiduciary and related assets | $315,575,000 | 349 |
| Managed Assets ($) | $247,722,000 | 328 |
| Non-managed Assets ($) | $67,853,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $720,000 | 399 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $989,000 | 215 |
| Number of Managed Accounts | $687,000 | 223 |
| Number of Non-Managed Accounts | $302,000 | 124 |
| Total fiduciary and related assets | $293,361,000 | 357 |
| Managed Assets ($) | $241,471,000 | 327 |
| Non-managed Assets ($) | $51,890,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $360,000 | 396 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $962,000 | 229 |
| Number of Managed Accounts | $661,000 | 236 |
| Number of Non-Managed Accounts | $301,000 | 149 |
| Total fiduciary and related assets | $280,711,000 | 363 |
| Managed Assets ($) | $229,865,000 | 337 |
| Non-managed Assets ($) | $50,846,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,420,000 | 387 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $982,000 | 208 |
| Number of Managed Accounts | $662,000 | 223 |
| Number of Non-Managed Accounts | $320,000 | 117 |
| Total fiduciary and related assets | $266,179,000 | 360 |
| Managed Assets ($) | $216,096,000 | 324 |
| Non-managed Assets ($) | $50,083,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $950,000 | 409 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $977,000 | 207 |
| Number of Managed Accounts | $654,000 | 225 |
| Number of Non-Managed Accounts | $323,000 | 116 |
| Total fiduciary and related assets | $263,074,000 | 360 |
| Managed Assets ($) | $210,784,000 | 322 |
| Non-managed Assets ($) | $52,290,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $650,000 | 404 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,013,000 | 204 |
| Number of Managed Accounts | $661,000 | 222 |
| Number of Non-Managed Accounts | $352,000 | 116 |
| Total fiduciary and related assets | $262,946,000 | 362 |
| Managed Assets ($) | $211,669,000 | 321 |
| Non-managed Assets ($) | $51,277,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $330,000 | 399 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $973,000 | 215 |
| Number of Managed Accounts | $626,000 | 241 |
| Number of Non-Managed Accounts | $347,000 | 141 |
| Total fiduciary and related assets | $243,495,000 | 376 |
| Managed Assets ($) | $193,844,000 | 345 |
| Non-managed Assets ($) | $49,651,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,169,000 | 413 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $877,000 | 225 |
| Number of Managed Accounts | $426,000 | 270 |
| Number of Non-Managed Accounts | $451,000 | 97 |
| Total fiduciary and related assets | $230,239,000 | 353 |
| Managed Assets ($) | $171,107,000 | 332 |
| Non-managed Assets ($) | $59,132,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $839,000 | 420 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $863,000 | 226 |
| Number of Managed Accounts | $419,000 | 273 |
| Number of Non-Managed Accounts | $444,000 | 99 |
| Total fiduciary and related assets | $218,773,000 | 355 |
| Managed Assets ($) | $160,173,000 | 328 |
| Non-managed Assets ($) | $58,600,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $559,000 | 418 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $860,000 | 225 |
| Number of Managed Accounts | $419,000 | 274 |
| Number of Non-Managed Accounts | $441,000 | 98 |
| Total fiduciary and related assets | $220,448,000 | 354 |
| Managed Assets ($) | $159,793,000 | 329 |
| Non-managed Assets ($) | $60,655,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $282,000 | 422 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $848,000 | 242 |
| Number of Managed Accounts | $409,000 | 318 |
| Number of Non-Managed Accounts | $439,000 | 118 |
| Total fiduciary and related assets | $201,732,000 | 394 |
| Managed Assets ($) | $145,208,000 | 383 |
| Non-managed Assets ($) | $56,524,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,129,000 | 374 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $836,000 | 229 |
| Number of Managed Accounts | $403,000 | 280 |
| Number of Non-Managed Accounts | $433,000 | 101 |
| Total fiduciary and related assets | $192,813,000 | 354 |
| Managed Assets ($) | $140,191,000 | 326 |
| Non-managed Assets ($) | $52,622,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $859,000 | 365 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $810,000 | 236 |
| Number of Managed Accounts | $379,000 | 287 |
| Number of Non-Managed Accounts | $431,000 | 103 |
| Total fiduciary and related assets | $203,828,000 | 358 |
| Managed Assets ($) | $146,303,000 | 332 |
| Non-managed Assets ($) | $57,525,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $589,000 | 366 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $890,000 | 220 |
| Number of Managed Accounts | $462,000 | 261 |
| Number of Non-Managed Accounts | $428,000 | 105 |
| Total fiduciary and related assets | $190,902,000 | 364 |
| Managed Assets ($) | $137,263,000 | 338 |
| Non-managed Assets ($) | $53,639,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $319,000 | 356 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $904,000 | 236 |
| Number of Managed Accounts | $454,000 | 296 |
| Number of Non-Managed Accounts | $450,000 | 121 |
| Total fiduciary and related assets | $189,006,000 | 416 |
| Managed Assets ($) | $136,003,000 | 405 |
| Non-managed Assets ($) | $53,003,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,108,000 | 372 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $912,000 | 218 |
| Number of Managed Accounts | $453,000 | 255 |
| Number of Non-Managed Accounts | $459,000 | 106 |
| Total fiduciary and related assets | $191,359,000 | 352 |
| Managed Assets ($) | $136,363,000 | 326 |
| Non-managed Assets ($) | $54,996,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $835,000 | 376 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $909,000 | 218 |
| Number of Managed Accounts | $449,000 | 259 |
| Number of Non-Managed Accounts | $460,000 | 108 |
| Total fiduciary and related assets | $182,029,000 | 351 |
| Managed Assets ($) | $130,185,000 | 326 |
| Non-managed Assets ($) | $51,844,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $554,000 | 376 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $900,000 | 215 |
| Number of Managed Accounts | $438,000 | 266 |
| Number of Non-Managed Accounts | $462,000 | 112 |
| Total fiduciary and related assets | $205,061,000 | 354 |
| Managed Assets ($) | $136,025,000 | 329 |
| Non-managed Assets ($) | $69,036,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $274,000 | 384 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $905,000 | 237 |
| Number of Managed Accounts | $438,000 | 310 |
| Number of Non-Managed Accounts | $467,000 | 133 |
| Total fiduciary and related assets | $182,175,000 | 419 |
| Managed Assets ($) | $128,721,000 | 413 |
| Non-managed Assets ($) | $53,454,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,080,000 | 367 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $810,000 | 365 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $915,000 | 224 |
| Number of Managed Accounts | $439,000 | 265 |
| Number of Non-Managed Accounts | $476,000 | 106 |
| Total fiduciary and related assets | $166,759,000 | 354 |
| Managed Assets ($) | $118,781,000 | 330 |
| Non-managed Assets ($) | $47,978,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $540,000 | 372 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $907,000 | 226 |
| Number of Managed Accounts | $430,000 | 268 |
| Number of Non-Managed Accounts | $477,000 | 109 |
| Total fiduciary and related assets | $154,856,000 | 354 |
| Managed Assets ($) | $110,876,000 | 331 |
| Non-managed Assets ($) | $43,980,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $270,000 | 372 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $907,000 | 251 |
| Number of Managed Accounts | $418,000 | 317 |
| Number of Non-Managed Accounts | $489,000 | 136 |
| Total fiduciary and related assets | $152,202,000 | 443 |
| Managed Assets ($) | $105,630,000 | 455 |
| Non-managed Assets ($) | $46,572,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 410 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $914,000 | 225 |
| Number of Managed Accounts | $424,000 | 280 |
| Number of Non-Managed Accounts | $490,000 | 112 |
| Total fiduciary and related assets | $163,144,000 | 379 |
| Managed Assets ($) | $111,898,000 | 355 |
| Non-managed Assets ($) | $51,246,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $740,000 | 418 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $917,000 | 232 |
| Number of Managed Accounts | $423,000 | 284 |
| Number of Non-Managed Accounts | $494,000 | 113 |
| Total fiduciary and related assets | $165,735,000 | 386 |
| Managed Assets ($) | $111,894,000 | 363 |
| Non-managed Assets ($) | $53,841,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $495,000 | 422 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $915,000 | 235 |
| Number of Managed Accounts | $423,000 | 285 |
| Number of Non-Managed Accounts | $492,000 | 112 |
| Total fiduciary and related assets | $164,295,000 | 396 |
| Managed Assets ($) | $110,650,000 | 369 |
| Non-managed Assets ($) | $53,645,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $240,000 | 430 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $936,000 | 244 |
| Number of Managed Accounts | $414,000 | 318 |
| Number of Non-Managed Accounts | $522,000 | 127 |
| Total fiduciary and related assets | $163,856,000 | 484 |
| Managed Assets ($) | $105,294,000 | 497 |
| Non-managed Assets ($) | $58,562,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,005,000 | 418 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $949,000 | 216 |
| Number of Managed Accounts | $416,000 | 275 |
| Number of Non-Managed Accounts | $533,000 | 102 |
| Total fiduciary and related assets | $162,149,000 | 378 |
| Managed Assets ($) | $103,930,000 | 360 |
| Non-managed Assets ($) | $58,219,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $725,000 | 423 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $937,000 | 220 |
| Number of Managed Accounts | $401,000 | 283 |
| Number of Non-Managed Accounts | $536,000 | 102 |
| Total fiduciary and related assets | $155,299,000 | 386 |
| Managed Assets ($) | $98,814,000 | 368 |
| Non-managed Assets ($) | $56,485,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $485,000 | 433 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $930,000 | 216 |
| Number of Managed Accounts | $400,000 | 284 |
| Number of Non-Managed Accounts | $530,000 | 101 |
| Total fiduciary and related assets | $149,753,000 | 389 |
| Managed Assets ($) | $95,345,000 | 371 |
| Non-managed Assets ($) | $54,408,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $245,000 | 432 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $922,000 | 237 |
| Number of Managed Accounts | $395,000 | 329 |
| Number of Non-Managed Accounts | $527,000 | 122 |
| Total fiduciary and related assets | $146,240,000 | 493 |
| Managed Assets ($) | $94,144,000 | 515 |
| Non-managed Assets ($) | $52,096,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $956,000 | 414 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $925,000 | 217 |
| Number of Managed Accounts | $394,000 | 283 |
| Number of Non-Managed Accounts | $531,000 | 106 |
| Total fiduciary and related assets | $140,715,000 | 377 |
| Managed Assets ($) | $90,317,000 | 355 |
| Non-managed Assets ($) | $50,398,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $686,000 | 428 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $935,000 | 219 |
| Number of Managed Accounts | $397,000 | 287 |
| Number of Non-Managed Accounts | $538,000 | 104 |
| Total fiduciary and related assets | $141,036,000 | 381 |
| Managed Assets ($) | $91,298,000 | 356 |
| Non-managed Assets ($) | $49,738,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $456,000 | 438 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $934,000 | 219 |
| Number of Managed Accounts | $388,000 | 293 |
| Number of Non-Managed Accounts | $546,000 | 105 |
| Total fiduciary and related assets | $141,495,000 | 387 |
| Managed Assets ($) | $91,345,000 | 361 |
| Non-managed Assets ($) | $50,150,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $225,000 | 444 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $926,000 | 240 |
| Number of Managed Accounts | $378,000 | 353 |
| Number of Non-Managed Accounts | $548,000 | 123 |
| Total fiduciary and related assets | $137,543,000 | 502 |
| Managed Assets ($) | $88,275,000 | 526 |
| Non-managed Assets ($) | $49,268,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $835,000 | 436 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $911,000 | 223 |
| Number of Managed Accounts | $363,000 | 291 |
| Number of Non-Managed Accounts | $548,000 | 103 |
| Total fiduciary and related assets | $128,184,000 | 379 |
| Managed Assets ($) | $86,277,000 | 352 |
| Non-managed Assets ($) | $41,907,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $593,000 | 442 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $898,000 | 223 |
| Number of Managed Accounts | $354,000 | 301 |
| Number of Non-Managed Accounts | $544,000 | 108 |
| Total fiduciary and related assets | $121,016,000 | 395 |
| Managed Assets ($) | $80,372,000 | 370 |
| Non-managed Assets ($) | $40,644,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $388,000 | 449 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $911,000 | 220 |
| Number of Managed Accounts | $330,000 | 311 |
| Number of Non-Managed Accounts | $581,000 | 107 |
| Total fiduciary and related assets | $119,806,000 | 397 |
| Managed Assets ($) | $79,629,000 | 371 |
| Non-managed Assets ($) | $40,177,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $205,000 | 445 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $915,000 | 242 |
| Number of Managed Accounts | $317,000 | 386 |
| Number of Non-Managed Accounts | $598,000 | 124 |
| Total fiduciary and related assets | $120,143,000 | 527 |
| Managed Assets ($) | $79,451,000 | 544 |
| Non-managed Assets ($) | $40,692,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $725,000 | 448 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $921,000 | 220 |
| Number of Managed Accounts | $305,000 | 313 |
| Number of Non-Managed Accounts | $616,000 | 104 |
| Total fiduciary and related assets | $115,634,000 | 385 |
| Managed Assets ($) | $76,004,000 | 362 |
| Non-managed Assets ($) | $39,630,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $516,000 | 461 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $930,000 | 219 |
| Number of Managed Accounts | $301,000 | 317 |
| Number of Non-Managed Accounts | $629,000 | 105 |
| Total fiduciary and related assets | $115,225,000 | 392 |
| Managed Assets ($) | $75,267,000 | 364 |
| Non-managed Assets ($) | $39,958,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $340,000 | 468 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $906,000 | 221 |
| Number of Managed Accounts | $290,000 | 322 |
| Number of Non-Managed Accounts | $616,000 | 108 |
| Total fiduciary and related assets | $108,491,000 | 400 |
| Managed Assets ($) | $70,494,000 | 371 |
| Non-managed Assets ($) | $37,997,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $175,000 | 468 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $902,000 | 252 |
| Number of Managed Accounts | $285,000 | 424 |
| Number of Non-Managed Accounts | $617,000 | 128 |
| Total fiduciary and related assets | $106,557,000 | 548 |
| Managed Assets ($) | $69,446,000 | 566 |
| Non-managed Assets ($) | $37,111,000 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $675,000 | 472 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $902,000 | 236 |
| Number of Managed Accounts | $283,000 | 331 |
| Number of Non-Managed Accounts | $619,000 | 118 |
| Total fiduciary and related assets | $102,435,000 | 404 |
| Managed Assets ($) | $66,432,000 | 373 |
| Non-managed Assets ($) | $36,003,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $483,000 | 487 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $900,000 | 244 |
| Number of Managed Accounts | $286,000 | 331 |
| Number of Non-Managed Accounts | $614,000 | 119 |
| Total fiduciary and related assets | $107,117,000 | 406 |
| Managed Assets ($) | $71,548,000 | 372 |
| Non-managed Assets ($) | $35,569,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $323,000 | 486 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $386,000 | 373 |
| Number of Managed Accounts | $275,000 | 348 |
| Number of Non-Managed Accounts | $111,000 | 278 |
| Total fiduciary and related assets | $67,380,000 | 427 |
| Managed Assets ($) | $61,324,000 | 390 |
| Non-managed Assets ($) | $6,056,000 | 409 |
| Memoranda | ||
| Gross Fiduciary activities income | $160,000 | 500 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $376,000 | 500 |
| Number of Managed Accounts | $267,000 | 465 |
| Number of Non-Managed Accounts | $109,000 | 405 |
| Total fiduciary and related assets | $62,606,000 | 703 |
| Managed Assets ($) | $56,597,000 | 622 |
| Non-managed Assets ($) | $6,009,000 | 756 |
| Memoranda | ||
| Gross Fiduciary activities income | $663,000 | 487 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $364,000 | 482 |
| Number of Managed Accounts | $251,000 | 457 |
| Number of Non-Managed Accounts | $113,000 | 381 |
| Total fiduciary and related assets | $64,333,000 | 668 |
| Managed Assets ($) | $55,889,000 | 604 |
| Non-managed Assets ($) | $8,444,000 | 655 |
| Memoranda | ||
| Gross Fiduciary activities income | $632,000 | 521 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $610,000 | 546 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $536,000 | 616 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $205,000 | 863 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $412,000 | 722 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $394,000 | 775 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $375,000 | 822 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $357,000 | 842 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $379,000 | 858 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $114,000 | 1,221 |